Broker Check
26 March
Tax Planning Strategies to Minimize Taxes on Investment Accounts

Description

Join us for a presentation on tax strategies and the evolving tax landscape. Whether you're looking to better understand recent tax code changes or want to explore approaches for the year ahead, this session is designed to help you stay informed.

Our financial professionals will discuss:
-A look back at tax strategies from 2025
-Potential regulatory changes that may affect your 2026 tax situation
-General considerations for navigating tax decisions

Date and Time

Thu, Mar 26, 2026

6:00p - 8:00p CST

Location

Brennan's

3300 Smith Street
Houston , TX 77006

Note

Click to view video recording of event presentation from March 26, 2026.

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Event Registration

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